Belinda Butler, financial advisor Greenville NC

Belinda Butler

CRD Number: 3067338
Current Firm: Milestone Wealth

Belinda Butler (CRD# 3067338) is an Investment Advisor Representative working at Milestone Wealth in Greenville, NC and has over 16 years of experience in the finance industry. Belinda Butler has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
First Baptist Church Ahoskie, NC Jan 2020 - Current < 1
Capital Developers, Llc D/b/a Milestone Wealth Greenville, NC Apr 2018 - Current 2
Capital Developers, Llc D/b/a Milestone Wealth Greenville, NC Apr 2016 - Current 4
Private Piano Lessons Winterville, NC Aug 2008 - Current 11
St. Timothy's Episcopal Church Greenville, NC Mar 2017 - Dec 2019 2
Raymond James Financial Services Advisors Inc. Greenville, NC May 2016 - Apr 2018 1
Raymond James Financial Servivces, Inc. Greenville, NC Apr 2016 - Apr 2018 2
First Baptist Church Tarboro, NC Feb 2009 - Mar 2017 8
Wells Fargo Advisors LLC Greenville, NC Mar 2009 - Apr 2016 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2003
S66 NASAA Uniform Combined State Law Examination Mar 2006
Contact Info for Belinda M. Butler
Phone Number: 252-756-7005
Registered State(s):
  • NC
  • TX
By the Numbers
  • Total Assets Under Management
    113
    MILLIONS
  • Total Number of Accounts
    473
    ACCOUNTS
  • Average Account Value
    $239,244
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

IL, NC, TX

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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